Experience
Makes all the difference
The Impact Financial Group brings a global wealth management practice to ultra-high-net worth individuals, families, and businesses, focused on providing organization, planning, and preservation to all aspects of their wealth. Our shared commitment to understanding you, your family, business and personal goals allows us to focus on the objectives that are most important to you.
As a team, we are dedicated to incorporating environmental, social and governance factors into the investment process allowing us to develop a customized solution to better align with your core values. With unique customized portfolios, we can tailor each portfolio to meet your financial objectives while integrating investments that accelerate positive change.
Roger Wacker
Peter Prophit
Justin S. Demko, CPM®
Managing Director - Wealth Management
Financial Advisor
Private Wealth Advisor
Senior Portfolio Manager
Certified Portfolio Manager (CPM®)
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310-734-2389
David Goodenough
Heinz Jaeggi
Daniel Bemel, CDFA
Financial Advisor
Private Wealth Advisor
Certified Divorce Financial Analyst (CDFA®)
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310-734-2392